+508.7%
ONTO vs MDY
+106.8%
+401.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.8% | +8.1% | +7.7% |
| 7D | +16.4% | +0.2% | +16.2% | +17.4% |
| 30D | -21.4% | +2.1% | -23.6% | -22.8% |
| 3M | -32.7% | -3.6% | -29.1% | -27.5% |
| 6M | -25.2% | +1.7% | -26.9% | -23.6% |
| YTD | +36.2% | +13.8% | +22.4% | +20.9% |
| 1Y | +61.2% | +15.5% | +45.6% | +40.2% |
| 3Y | +58.7% | +58.3% | +0.3% | -3.8% |
| 5Y | +143.6% | +37.4% | +106.2% | +83.7% |
| All | +508.7% | +106.8% | +401.9% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling